Mark Flannery
Mark Flannery is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chanhassen, MN, with 36 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7925 Stone Creek Dr, Ste 110, Chanhassen, MN, 55317
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark operates his LPL business through Wealth Guidance, Inc., dedicating full-time hours to it. He also engages in real estate rental through Flannery Holdings, LLC, and sells non-variable insurance through The Pinnacle Group, Diversified Brokerage Services, Inc., and Pacific Life Insurance Company, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Mimlic Sales CorporationBroker
H. Beck, INC.Broker
First Financial Equity CorporationBroker
Source Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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